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SMART Performance Standards Worksheet Exercise

Instructions: Rewrite the following performance standards to make them SMART,


effective performance standards.

S Specific

M Measurable

A Achievable

R Relevant

T Timely

Non-SMART
SMART
Number Performance
Performance Standard
Standard
1 Take care of all incoming
inquiries for Chief
Financial Officer Affairs.
Be sure to respond to all
inquiries in a timely
manner.
2 Come up with at least
one innovative solution
for the organization’s
current data storage
management system
problem.
3 By the end of the year,
review the computer
security system training
and provide a report on
what’s working and what
needs improvement.

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Non-SMART
SMART
Number Performance
Performance Standard
Standard
4 In support of the
Business Excellence
Campaign #6, Goal 1,
Performance Element
1.1, serve as team
leader for the Travel
Team. Ensure that a
100% quality review is
performed on all travel
vouchers prior to being
forwarded for payment.
Analyze and report on
performance metrics
monthly. Provide
required metric data for
travel within 5 business
days after the close of
the month.
5 For all projects that you
are assigned, be sure to
provide high quality
deliverables. You must
also meet specified
timeframes.

6 Identify one aspect of a


current collection
strategy that needs
improvement. Research
and report on solutions.
The report should have
minimal editing errors,
conform to the
organizational format,
and be submitted soon.

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9. Write a SMART performance standard for your job that you can use in
the coming performance year. (We will refer to this again this lesson.)

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Answers

SMART
Number Why it’s SMART
Performance Standard
1 Manage receipt, tasking,  Specific – “Manage the receipt,
tracking, and closure of all tasking, tracking, and closure.”
incoming congressional  Measurable – “95% of responses
inquiries relating to Chief satisfy the initial request.”
Financial Officer Affairs. Provide  Achievable – It is assumed the
review of all draft responses to employee has the resources to
inquiries and ensure delivery of accomplish this Performance
final product. Achieve closure Element.
within 10 business days of  Relevant – It supports the mission
receipt, with 95% of responses of the organization.
satisfying request without need  Timely – “Achieve closure within 10
for follow-up. business days of receipt.”

2 With minimal guidance,  Specific – “The recommendations


develop and recommend one should be unique from other
feasible alternative process or existing solutions and be able to
long-term solution to recurring meet projected storage needs over
server-limitation problems by the next three years.”
the end of the fiscal year. The  Measurable – The result is
recommendations should be observable (a briefing) and has
unique from other existing specific standards related to quality
solutions and be able to meet of the report (organizational format)
projected data storage needs and timeliness (given to supervisor
over the next three years. That one month before the final
is, it should enhance the deadline), and quality of the
organization’s ability to recommendations (unique and able
efficiently manage, organize, to meet projected needs over the
and store increasing amounts next three years).
of data. Present  Achievable – Developing potential
recommendations in a briefing solutions is challenging but doable.
following the standard  Relevant – It enhances the
organizational format. Give a organization’s ability to efficiently
draft to your supervisor at least manage, organize, and store
one month in advance of the increasing amounts of data.
due date and incorporate  Timely – “By the end of the fiscal
supervisor’s feedback into the year.”
final briefing by the end of the
fiscal year.

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SMART
Number Why it’s SMART
Performance Standard
3 By the end of the fiscal year,  Specific – Acronyms is spelled out,
evaluate the computer security report is explained, and it tells the
system (CSS) training, employee who should review all
assessing the extent to which documents.
the training is easy to use and  Measurable – Two reports are due
if it covers the learning (draft and final).
objectives sufficiently.  Achievable – It is assumed the
Document the evaluation in a employee has the resources to
report that provides a detailed accomplish this performance
description of the evaluation element.
methodology and results, and  Relevant – Determining how to
includes feasible better train individuals to use the
recommendations for computer security system will help
improvements that address the protect the organization against
complaints as determined by threats.
your supervisor and one other  Timely – “The draft report is due by
reviewer. Write the report in July 31, and the final report is due
the standard department within 10 business days after
format with no more than feedback is received from the
minimal editing errors. The reviewer.”
draft report is due by July 31,
and the final report is due
within 10 business days after
feedback is received from the
reviewer.

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SMART
Number Why it’s SMART
Performance Standard
4 In support of the Business  Specific – “Serve as a team leader
Excellence Campaign #6, Goal for the Travel Team…” “Analyze,
1, Performance Element 1.1, report… provide required data…”
serve as team leader for the  Measurable – “Ensure that no more
Travel Team over the next 12 than 5% of the spot-checked
months. As team leader, vouchers contain more than two
develop a system to monitor errors. Analyze and report on
the review process, ensuring performance metrics monthly.”
that the quality review checklist  Achievable – It is assumed the
is used on travel vouchers prior employee has the resources to
to being forwarded for accomplish this performance
payment. Ensure that no more element.
than 5% of the spot-checked  Relevant – “In support of the
vouchers contain more than Business Excellence Campaign #6,
two errors. Analyze and report Goal 1, Performance Element 1.1…”
on performance metrics  Timely – “Over the next 12
monthly. Provide required months.”
metric data for travel within 5
business days after the close of
the month.

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SMART
Number Why it’s SMART
Performance Standard
5 For every project to which you  Specific – “Provide high quality
are assigned over the next deliverables…” “Develop a feasible
fiscal year, provide high quality draft personal work plan…”
deliverables in the timeframe  Measurable – “Each deliverable
specified at the beginning of must be produced according to
the project. Each deliverable applicable guidelines and
must be produced according to procedures and may contain only
applicable guidelines and minimal errors, as determined by
procedures and may contain supervisor review.”
only minimal errors, as  Achievable – It is assumed the
determined by supervisor employee has the resources to
review. As part of this accomplish this performance
objective, you must also element.
develop a feasible draft  Relevant – Guidelines and
personal work plan for each procedures are referenced and it is
project that shows how you will assumed that this performance
accomplish the deliverables on element aligns with larger
time. This draft must be organizational goals.
submitted to your supervisor  Timely – “Over the next fiscal year.”
within one week of receiving
the project. You may work with
your supervisor to finalize this
plan.

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6 Identify one aspect of a current  Specific – “Identify one aspect…”
collection strategy that needs  Measurable – “Draft a report with at
improvement. Independently least two thoroughly detailed and
research the issue and realistic options for changes to the
coordinate with collectors from strategy…”
other agencies to brainstorm  Achievable – It is assumed the
and gather relevant employee has the resources to
information. Draft a report with accomplish this performance
at least two thoroughly detailed element.
and realistic options for  Relevant – “…that may mitigate the
changes to the strategy that current problem.”
may mitigate the current  Timely – “…by June 30.”
problem. The recommendations
must meet relevant laws and
regulations. The report should
have minimal editing errors,
conform to the organizational
format, and be submitted to
your supervisor by June 30.

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